QuoteDr - Quote Builder

Change Order

Draft

Reason / scope change

Automatic

Default Automatic ON for new change orders

Only add the changed work here. Approved change orders stay linked to the original quote forever.

QuoteDr Tutorial

Build your first client-ready quote, then learn the advanced tools when you need them.

Current Step

Start with client info

Add the client name and confirm the quote number.

Client Information

Quote #: Account assigned

File Name:

Status

Client Name (Type to search):

Project Address:

Phone Number:

Email Address:

Terms & Conditions

Add Room

Quote Total

Client-ready estimate

Client-visible adjustment

Type

Mode

Percent

Payment received

Amount

Subtotal $0.00

Adjustment $0.00

HST (13%) $0.00

Deposit paid -$0.00

Total

Includes tax

$0.00

Choose a faint highlight colour for this line item.

Highlight colour

What should this colour tell the client?

Optional. Add one meaning per colour and QuoteDr will show it in the client’s highlight legend.

Where should the description appear? Customize for this item / selection Unchecked: use and update this colour’s default for this quote. New highlights follow it. Apply to all with this colour Updates all matching items across every room, including older highlights and custom exceptions, when you click Apply Highlight.

Show description on each itemShows beside every highlighted line item and in the legend. Only show description in legendKeeps the line items clean; the client can refer to the legend.

Upload your IKEA order PDF, or paste the order text below.

Upload IKEA Order PDF

Click to browse or drag & drop your PDF here

Or paste the order text manually:

	Item	Qty	Unit Price	Total
Total	$0.00

Upload or photograph an old quote

JPEG, PNG, WebP, scanned or text PDFs, Excel, CSV, TXT, or pasted text. On mobile, use the camera option to photograph paper quotes and invoices.

Before uploading: crop unrelated information and check for card, banking, password, or other sensitive details. QuoteDr does not attach the source image to the quote; it is sent to the AI service for extraction.

or paste text

When the source has no unit type

Only fills missing units. Existing units, quantities and prices stay unchanged.

Copied quote text

Review before applying

QuoteDr preserves rooms, item names, descriptions, quantities, rates, and totals for review first.

Replace current quote Append rooms

Upload a photo/file or paste an old quote, then click Parse Quote to preview the converted rooms and line items. Handwriting and arithmetic must be reviewed before applying.

Reusable saved-item candidates will appear here after parsing. Nothing is auto-saved.

Room Name

Width (ft)

Length (ft)

Ceiling Height

8 ft

9 ft

10 ft

Custom

Number of Doors

Each door adds 35 LF of casing trim

Number of Windows

Each window adds 18 LF of casing trim

Estimate Adjustments

Flooring Waste (%)

Adds cut waste to flooring quantity

Paint Waste (%)

Optional bump for rough walls or extra coats

Deduct doors/windows from wall paint

Include ceiling paint

Include ceiling drywall

	Item	Qty	Unit	Rate	Total
Subtotal	$0.00

Quick Search:

Saved items save tons of time. Start typing a saved item name here and QuoteDr can autofill the category, unit, rate, material cost, and reusable description for you.

Category:

Service:

Reusable Item Description (Optional):

Item photos (optional, up to 3)

For this quote only. Save To Database explicitly includes your photos in the reusable item. JPEG, PNG or WebP, up to 10 MB each; resized for the quote.

Unit Type:

Quantity:

Rate ($):

Price TBD

Line Discount

Apply discount to selected upgrades/add-ons

Leave this off to discount only the base line item. Selected upgrades and add-ons remain full price. “$ off each unit” multiplies the discount by the line quantity (for example, 6 doors × $50 = $300 off), capped at the eligible price. It does not repeat the discount for each add-on.

Upgrades & Add-ons (Optional)

These upgrades stay with this quote item. Your saved item database only changes if you choose Save To Database or Update Database.

Base Material Cost ($/unit):

Total Materials — Selected Items:

$0.00

Base cost excludes upgrades. Selected add-on costs are listed separately below; edit their costs in the Upgrade Wizard. Material costs are internal and not shown to clients.

Job-specific Note (Optional):

Category

Item Name

Unit Type

Rate ($)

Price TBD

Description (optional - shown to clients on interactive quote)

Material Cost ($/unit) (optional)

Supplier URL (optional - paste product link)

Labor Time (optional - used for Timeline Report)

Time Mode

Units/hr

Hours/item

Crew

Construction Starter Library

Choose useful starting items, review the wording, and save only what fits your business. Imported pricing is always marked TBD.

Trade

Project / room type

Phase

0 selected

Existing personal items are never overwritten.

Quote Total

$0.00

Subtotal: $0.00

HST: $0.00

Save

Rooms Items AI Home Settings

Each text transcript you submit with Generate Quote is saved to your QuoteDr account.

Text history: The submitted text remains in your account until you delete it or your account is removed.
Private to your account: Other customers cannot access it. It is not sold or used for advertising.
Support access is limited: QuoteDr staff do not routinely view your records. Support transcript access requires a real investigation reason and is audited.
You stay in control: You can view, copy, or delete saved transcripts from Transcript History.

Choose your account default before AI Voice can use the microphone

Private to your account: QuoteDr Support cannot listen unless you explicitly authorize that specific recording for a specific customer-support case.
Every authorized support lookup and playback is case-bound and audited.
Audio is private to your account and automatically deleted after 14 days unless you preserve it for an active support case. After case closure, it is deleted after the existing 30-day post-case period unless you delete it sooner.
Avoid dictating access codes or unnecessary sensitive information. You can pause recording during a private conversation.
Audio is investigation evidence for human review, not automatic proof or a guarantee of compensation.

Your choice is saved as your account default and is shown whenever you open Voice To Quote. You can change it later.

The submitted text is also processed by QuoteDr's AI provider to create the quote draft.

Read the Privacy Policy

Teach QuoteDr reusable contractor math, like “case a door” = 35 LF per door.

Rule type

When I say

Add saved item

Quantity

Per

Formula

Default count

Note

Room/Area Name

Enter Dimensions (ft) instead of Total Sqft

Width (ft)

Length (ft)

Plank Width (inches)

Waste %

Sqft per Box

Cost per Box (optional)

Scanning quote for Flooring and Subflooring items...

Room/Area Name

Enter room dimensions instead of sqft

Width (ft)

Length (ft)

Ceiling Height (ft)

Number of Doors

Number of Windows

Coats of Paint

1 Coat

2 Coats

Include Ceiling

Include Primer Coat

Coverage per Gallon (sqft)

Scanning quote for Painting items...

Room/Area Name

Enter room dimensions instead of sqft

Width (ft)

Length (ft)

Ceiling Height (ft)

Number of Doors

Number of Windows

Include Ceiling Drywall

Waste %

Finish Level

Sheet Size

Press Scan Quote below to scan your quote and calculate how much drywall you need.

Timeline Report

Measure from Satellite Map

IKEA Quick Quote

Parsed Items

Quick Room Quoter

Estimated Materials -

Set Up Your Pricing

Add Room/Area Break

Quote Divider Wording

Add Line Item

Manage Line Items

Construction Starter Library

Client Database

Add / Edit Client

All Clients

Send Quote Settings

Invoice Settings

Save Quote

AI Quote Builder

Voice Templates

AI Memory

AI Trade Rules

AI Trade Rule Questions

Missing Measurements

Review AI Voice Items

Hardwood/LVP Calculator

Calculation Results:

Paint Calculator

Calculation Results:

Drywall Calculator

Calculation Results: